Adding, Removing, or Replacing Resources on Reservations
Dashboard users can manage Resources on an existing booking through the Reservation Details in the Reservation List or Reservation Calendar...
Account Management
Settings and Configuration for Your Account
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Attaching Resources to Bookables
Required Resource Resource is assigned automatically with every reservation. Priority Order Resource is assigned automatically and never seen by the... -
Bookable Status
Bookables offer four unique statuses which determine both the availability and visibility of your Bookables on your Booking Site.... -
How to Create a Bookable
Periodic is the custom booking engine. And the lynchpin of the platform is the Bookable – the entity made available... -
Creating Custom Domains
When your Periodic Marketplace is first created it is hosted in a temporary domain space in the following convention: Dashboard... -
Sending Notifications and Creating Message Templates
Message Templates allow users to send customized email and SMS notifications to customers and staff whenever a reservation is booked.... -
Creating Forms and Managing Customer Data
Periodic Forms allow you to create questions and messages to gather and communicate information to customers when booking. All bookings... -
Customer Groups
Customer Groups can be defined to limit Bookable access to specific customers. Customers not in the group will not have... -
Dashboard User Permissions
Dashboard users have various levels of permissions. Those permissions are granted usually based around gated access to certain Providers and... -
Downloading Reservation Data
Reservation data can be downloaded as a PDF or CSV files from the Reservation List. The PDF offers a concise... -
Embedding Providers or Bookables Directly into Your Website
Every Provider and Bookable in the Dashboard comes with a code snippet to allow you to embed a button or... -
How to Create and Manage Resource Groups
Resource Groups allow for varied types of Resource assignments on reservations using one or more Resources. Resource Groups also allow... -
Magic Link Feature
The Magic Link is a Resource feature used to invite a user to update Resource details with contact info, availability,... -
Message Variables
These variables are available throughout the Dashboard but most notably found when editing or creating a Message Template. ALL_ATTENDEES A... -
Passing Form Questions and Responses into Calendar Events
Adding reservations details into calendar events makes life easy on both the customer and Resource associated with each reservation. The... -
Provider Booking Site Wording
Use the Booking Site Wording fields to customize the language used to communicate your services and appointment types offered to... -
Reservation Notification Triggers
Notifications associated with reservations are triggered by events surrounding those reservations. Dashboard users can pair Message Templates with any trigger... -
Reservation Status
All Reservations have a given Status based on configurations on its given Bookable. Whether it’s simply Booked or Cancelled, Reservation... -
Reservation List Settings
Managing past and upcoming bookings on the Dashboard is made easy using the Reservation List. This page allows users to... -
Custom Branded Email Templates
Step 1: Create your HTML email document. Using one of the tools above or another method of your choosing (like... -
Custom Dictionaries and Bilingual Booking Sites
Periodic now offers a Custom Dictionary feature to allow users to alter any text or wording visible on the Booking...